Analyze less.
Profit more.
Engage better.
Xpand clientele.
Maximize your business’ potential with our turnkey financial coaching software
Analyze less.
Profit more.
Engage better.
Xpand clientele.
Maximize your business’ potential with our turnkey financial coaching software
Trusted by
Benefits
Turnkey Financial Coaching Solution
Fisecal provides everything you need to start a financial coaching business or streamline your existing coaching practice, so you can focus on what matters most: generating revenue
Complimentary Disclosure Templates
Automated Financial Coaching Software
Accept Payments, One-Time and/or Recurring
Best Practices, Guidance & Mentorship
Turnkey Financial Coaching Solution
Fisecal provides everything you need to start a financial coaching business or streamline your existing coaching practice, so you can focus on what matters most: generating revenue
Complimentary Disclosure Templates
Automated Financial Coaching Software
Accept Payments, One-Time and/or Recurring
Best Practices, Guidance & Mentorship
Instant Financial Insight
Our software completes 99% of the planning work in seconds so you can provide answers to your client’s most pressing questions immediately after they submit their profile
System Generated Recommendations & Action Plan
Financial Health Ratio Review
Real-World Goal Calculations
Investment Property/Small Business Financial Analysis
Instant Financial Insight
Our software completes 99% of the planning work in seconds so you can provide answers to your client’s most pressing questions immediately after they submit their profile
System Generated Recommendations & Action Plan
Financial Health Ratio Review
Real-World Goal Calculations
Investment Property/Small Business Financial Analysis
Financial Software Made for Everyone
Getting financial advice shouldn’t be hard or intimidating for your clients. That’s way our software was built by the Middle-Class for the Low/Middle-Class in order to create a welcoming environment that makes it quick and easy to get/give advice
Financial Education Focus
Gender-Inclusive Language
Pre-Filled Fields & Plain Language Explanations
Mobile-First, Intuitive Design
Financial Software Made for Everyone
Getting financial advice shouldn’t be hard or intimidating for your clients. That’s way our software was built by the Middle-Class for the Low/Middle-Class in order to create a welcoming environment that makes it quick and easy to get/give advice
Financial Education Focus
Gender-Inclusive Language
Pre-Filled Fields & Plain Language Explanations
Mobile-First, Intuitive Design
Features FAQ
The Standard version contains all of the great features as the Plus version with a few limitations:
- No Investment Property and/or Small Business Financial Analysis
- Logo only customization
- Advisor Portal is limited to editing the Budget
- Financial Plan is limited to the Action Plan and Budget
The Plus version of the software unlocks all of the great features, including Investment Property and/or Small Business Financial Analysis, full customization of the software and Plan, editable recommendations, and a full financial plan.
The Standard version contains a step-by-step Action Plan and a Budget.
The Plus version of the software contain a Goal Analysis Table, a step-by-step Action Plan, a Budget, an Income Statement, a Balance Sheet, Insurance Review, and a Financial Health Ratio Review. If applicable, the Plan will also include an Investment Property Income Statement and Investment Property Ratio Review and/or a Small Business Income Statement and Small Business Financial Health Ratio Review. Click here to check out a sample full Financial Plan
Our software optimizes a client’s cash flow to create a Zero-Based Budget (ZBB), which means that any remaining cash flow is used to accomplish financial security and goals. To ensure that the recommendations proposed are achievable, the system pre-fills the client’s budget with estimated insurance costs, goal payments, and living expenses based on statistical data, which are all editable by the you.
Other software features include:
Goal calculations take into account historical rates of inflation for a variety of categories, personalized rates of return, the effects of early/late retirement on SSI benefits, selections for higher education costs, and calculations based on down payment percentages, as well as goals automatically recalculating if it’s not achievable given the client’s cash flow..
System-generated recommendations are fully editable and you can add up to 10 additional recommendations to the Plan (Lifetime License only). We’ll also add, remove or adjust recommendations if you’re constantly tweaking them to ensure that you won’t have to do more work than necessary when completing a plan.
Tips on where to find Investment Property or Business financial information on Tax Returns.
Ability to list each expense, asset and/or debt as its own line item, which makes it easier to update and get a new plan month after month.
The system calculates a term life Insurance policy coverage amount (i.e. $10,000) along with an estimated cost for the potential policy.
The Risk Assessment questionnaire (provides a personalized rate of return for the client) contains plain language questions and is pre-filled at neutral.
Yes, we’re launching a Spanish language version (Software de Coaching Financiero en Español) on August 31. We’ll look at supporting additional languages in the future based on our coach’s feedback.
A.P.E.X. approach
Fisecal’s software will take your business to the next level
Analyze
Relevant & Insightful Info
Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.
Analyze
Relevant & Insightful Info
Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.
Profit
Time = Money
By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.
Profit
Time = Money
By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.
Engage
Add More Value
With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.
Engage
Add More Value
With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.
Xpand
Attract a New Demographic
Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100K, and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.
Xpand
Attract a New Demographic
Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100k and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.
A quick & easy way to show off your financial expertise
Sign up
Get your Standard or Plus Software License
Customize
Change the design, colors, text and tone to match your brand
Deploy
Easily display on any page in seconds; no dev team or coding required